Codey Fredriksson-Ellison Email & Phone Number

New York, Us

Montrouge, -, Fr

Montrouge, -, Fr

• Assisted with $500 million+ private credit firm, structured at a small business investment company (SBIC), that originates private loans investing across multiple industries at the top of capital structure (i.e. SaaS firms with recurring revenue models)• Developed covenant spreadsheets for 30+ portfolio companies using the credit agreements to organize interest invoice dates, applicable margin rates, and amortization schedules• Tracked progress of each investment and ensured the borrower would not default on the loan• Built a portfolio overview providing insight into each investment from business description, key performance indicators, leverage ahead, leverage through & total leverage – designed for the CIO for investor meetings• Actively participated on structuring a deal through research associated to Porter’s Five Forces, cohort retention analysis, calls with management and industry professionals in order to conduct proper due diligence on the prospect• Documented investment committee minutes for audit, and developing interest invoices data organization

• Assist in $200 million single-family office investments across various asset classes in both private and public market• Compose executive summaries, watchlists, and quarterly earnings snapshots for 14 investments on portfolio and yield analysis based on company SEC filings and equity research reports• Coordinate and join 20+ investment presentations and quarterly earnings calls with venture capitals, special solutions funds, BDCs and compose investment thesis for deep-valued equities

Milwaukee, Wi, Us

• Analyze financial situation of clients and formulate a suggested needs-based solution that incorporates risk management, wealth accumulation, and wealth distribution• Implement direct marketing efforts to source potential clients, schedule meetings, and collaborate with joint-work partners in discussing company’s products• Utilize various proprietary software programs to develop illustrations to assist clients in their understanding of the company’s products

• Supported administrative team through research and developing an Excel spreadsheet of 1,800 potential clients in the interest of gaining new accounts• Analyzed our competitors in pursuance of Piksel’s low cost strategy for a competitive advantage• Conducted 30 calls to targeted clients, secured 5 organized meetings which resulted in 4 new accounts, increasing their revenue stream